Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,215 | $31,105-92.9% | $53,647-95.9% | $64,097-96.5% |
| Participation rate | 1.8% | 30.7%-28.8pp | 56.3%-54.4pp | 55.2%-53.4pp |
| Annual return | 14.51% | 22.54%-8.0pp | 358.33%-343.8pp | 34.64%-20.1pp |
| Employer contribution / active EE | $0 | $441-100.0% | $962-100.0% | $1,891-100.0% |
| Participant deferral / active EE | $21 | $896-97.6% | $1,813-98.8% | $3,080-99.3% |
| Admin fee / account holder | $0 | $2,195-100.0% | $2,460-100.0% | $3,454-100.0% |